{"id":47519,"date":"2026-05-27T15:42:59","date_gmt":"2026-05-27T15:42:59","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%8b%ac%eb%9f%ac-%ec%97%94-jgb-%ec%88%98%ec%9a%94-%ea%b0%95%ed%99%94%ec%97%90-%eb%b3%b4%ed%95%a9%ec%8b%9c%ec%9e%a5%ec%9d%80-6%ec%9b%94-boj-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%eb%b0%98\/"},"modified":"2026-05-27T15:42:59","modified_gmt":"2026-05-27T15:42:59","slug":"%eb%8b%ac%eb%9f%ac-%ec%97%94-jgb-%ec%88%98%ec%9a%94-%ea%b0%95%ed%99%94%ec%97%90-%eb%b3%b4%ed%95%a9%ec%8b%9c%ec%9e%a5%ec%9d%80-6%ec%9b%94-boj-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%eb%b0%98","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%8b%ac%eb%9f%ac-%ec%97%94-jgb-%ec%88%98%ec%9a%94-%ea%b0%95%ed%99%94%ec%97%90-%eb%b3%b4%ed%95%a9%ec%8b%9c%ec%9e%a5%ec%9d%80-6%ec%9b%94-boj-%ea%b8%88%eb%a6%ac%ec%9d%b8%ec%83%81-%eb%b0%98\/","title":{"rendered":"\ub2ec\ub7ec\/\uc5d4, JGB \uc218\uc694 \uac15\ud654\uc5d0 \ubcf4\ud569\u2026\uc2dc\uc7a5\uc740 6\uc6d4 BOJ \uae08\ub9ac\uc778\uc0c1 \ubc18\uc601, \uc635\uc158 \ub9e4\ub3c4\uc138\ub294 160 \uc0c1\ub2e8 \uc8fc\uc2dc"},"content":{"rendered":"<p>\ub2ec\ub7ec\/\uc5d4(USD\/JPY) \ud658\uc728\uc740 \uc77c\ubcf8\uad6d\ucc44(JGB) \uc218\uc694\uac00 \uc0b4\uc544\ub098\uace0 \uc720\uac00 \ud558\ub77d\uc774 JGB \uae08\ub9ac\ub97c \ub04c\uc5b4\ub0b4\ub9ac\uba74\uc11c \ud070 \ubcc0\ub3d9\uc774 \uc5c6\uc5c8\ub2e4. \ucd5c\uadfc \ucd08\uc7a5\uae30\ubb3c JGB(\ub9cc\uae30\uac00 \ub9e4\uc6b0 \uae34 \uad6d\ucc44) \uc785\ucc30\uc5d0\uc11c \ub099\ucc30\ub960 \ub4f1 \ud575\uc2ec \uc9c0\ud45c\uac00 \uac1c\uc120\ub410\uace0, \uc790\uae08 \ud750\ub984(\ub204\uac00 \uc5bc\ub9c8\ub098 \uc0ac\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \ub370\uc774\ud130)\ub3c4 \uad6d\ub0b4 \ud22c\uc790\uc790\ub4e4\uc758 \ub9e4\uc218 \ud655\ub300\ub97c \uc2dc\uc0ac\ud588\ub2e4. \uc774\ub294 \uc7a5\uae30 \uad6c\uac04(\uc218\uc775\ub960 \uace1\uc120\uc758 \uae34 \ub9cc\uae30 \uad6c\uac04)\uc5d0 \ub300\ud55c \uae30\ucd08 \uc218\uc694\uac00 \ub354 \ub2e8\ub2e8\ud574\uc84c\ub2e4\ub294 \uc778\uc0c1\uc744 \uac15\ud654\ud55c\ub2e4.<\/p>\n<p>\ubb3c\uac00 \uc0c1\uc2b9(\uc778\ud50c\ub808\uc774\uc158) \uc704\ud5d8\uc774 \uc5ec\uc804\ud788 \ub192\uace0 \uc5d4\ud654\uac00 \uc57d\uc138\uc778 \ub9cc\ud07c, \uc2dc\uc7a5\uc740 6\uc6d4 \uc77c\ubcf8\uc740\ud589(BOJ)\uc758 \uae08\ub9ac \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 \ub300\uccb4\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \ud604\uc7ac \uc57d 19bp(\ubca0\uc774\uc2dc\uc2a4\ud3ec\uc778\ud2b8, 0.01%\ud3ec\uc778\ud2b8) \uc778\uc0c1\uc774 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \uc0c1\ud0dc\ub2e4. \uc8fc\uc694 10\uac1c\uad6d \ud1b5\ud654(G10) \uc911\uc5d0\uc11c\ub294 \ub274\uc9c8\ub79c\ub4dc\ub2ec\ub7ec\uac00 \uc0c1\ub300\uc801\uc73c\ub85c \uac15\uc138\ub97c \ubcf4\uc600\ub294\ub370, \ub274\uc9c8\ub79c\ub4dc\uc911\uc559\uc740\ud589(RBNZ)\uc774 \uc608\uc0c1\ubcf4\ub2e4 \ub354 \uae34\ucd95(\uae08\ub9ac\ub97c \uc62c\ub9ac\uac70\ub098 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud574 \uacbd\uae30\ub97c \uc2dd\ud788\ub294 \uc815\ucc45) \uc758\uc9c0\ub97c \uc2dc\uc0ac\ud588\uace0 \uc2dc\uc810\ub3c4 \uc55e\ub2f9\uae38 \uc218 \uc788\uc74c\uc744 \ub0b4\ube44\ucce4\uae30 \ub54c\ubb38\uc774\ub2e4. \uc774\uc5d0 \ub530\ub77c 7\uc6d4 \uc778\uc0c1\uc740 \uac00\ub2a5\uc131\uc774 \ub9e4\uc6b0 \ub192\uace0 \uac70\uc758 \uc2dc\uc7a5\uc5d0 \ubc18\uc601\ub3fc \uc788\ub2e4. \ub2e4\ub9cc BOJ\uac00 6\uc6d4\uc5d0 \uc6c0\uc9c1\uc774\ub354\ub77c\ub3c4 \uc5d4\ud654\uac00 \uae09\ubc18\ub4f1\ud560 \uac00\ub2a5\uc131\uc740 \ud06c\uc9c0 \uc54a\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \uc7ac\ubb34\uc131\uc758 \uac1c\uc785 \uac00\ub2a5\uc131\uc774 \uc788\ub294 160\uc5d4 \ubd80\uadfc\uc5d0\uc11c \ucd94\uac00 \uc57d\uc138\ub97c \uc5b5\uc81c\ud558\ub294 \ub370\ub294 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n<h3>\ubc15\uc2a4\uad8c \uac70\ub798\uc640 \ubcc0\ub3d9\uc131 \uc804\ub9dd<\/h3>\n<p>USD\/JPY\uac00 \uc548\uc815\uc801\uc774\uace0 \uc720\uac00\uac00 \ud558\ub77d\ud558\ub294 \ud604 \uc0c1\ud669\uc744 \uace0\ub824\ud558\uba74, \ub2f9\ubd84\uac04 \ubc15\uc2a4\uad8c(\uc77c\uc815 \ubc94\uc704 \uc548\uc5d0\uc11c \uc624\ub974\ub0b4\ub9ac\ub294 \ud750\ub984) \uc7a5\uc138\uac00 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\uace0 \ubcf8\ub2e4. USD\/JPY \uc635\uc158(\ubbf8\ub798\uc5d0 \uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \uc0ac\uace0\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac) \uae30\uc900 1\uac1c\uc6d4 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc2dc\uc7a5\uc774 \uac00\uaca9 \ubcc0\ub3d9\uc744 \uc5bc\ub9c8\ub098 \uc608\uc0c1\ud558\ub294\uc9c0 \uc218\uce58\ub85c \ub098\ud0c0\ub0b8 \uac83)\uc740 7.5%\uae4c\uc9c0 \ub0ae\uc544\uc84c\ub2e4. \uc774\ub294 6\uc6d4 BOJ \ud68c\uc758\ub97c \uc55e\ub454 \uad00\ub9dd \ubd84\uc704\uae30\ub97c \ubc18\uc601\ud55c\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \ud5a5\ud6c4 1~2\uc8fc \ubcc0\ub3d9\uc131 \ub9e4\ub3c4(\ud070 \ubcc0\ub3d9\uc774 \uc5c6\uc744 \uac83\uc73c\ub85c \ubcf4\uace0 \uc635\uc158\uc744 \ud314\uc544 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \uc804\ub7b5)\uac00 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4.<\/p>\n<h3>\uc8fc\uc694 \uc800\ud56d\uc120, \ub9ac\uc2a4\ud06c \uc774\ubca4\ud2b8, \uc635\uc158 \uc804\ub7b5<\/h3>\n<p>USD\/JPY\uc758 160\uc5d4\uc740 \uac15\ud55c \uc0c1\ub2e8 \uc800\ud56d\uc120(\uac00\uaca9\uc774 \uc624\ub974\uae30 \uc5b4\ub824\uc6b4 \uad6c\uac04)\uc73c\ub85c \ubcf8\ub2e4. \uc7ac\ubb34\uc131\uc758 \uc678\ud658\uc2dc\uc7a5 \uac1c\uc785(\uc815\ubd80\uac00 \uc2dc\uc7a5\uc5d0\uc11c \ud1b5\ud654\ub97c \uc9c1\uc811 \uc0ac\uace0\ud314\uc544 \ud658\uc728\uc744 \uc6c0\uc9c1\uc774\ub294 \uc870\uce58) \uac00\ub2a5\uc131\uc774 \ud604\uc2e4\uc801\uc778 \uc555\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uae30 \ub54c\ubb38\uc774\ub2e4. 2024\ub144 4~5\uc6d4\uc5d0 \ud655\uc778\ub41c \ub300\uaddc\ubaa8 \uac1c\uc785 \uc0ac\ub840\ub9cc \ubd10\ub3c4, \uc774 \uc218\uc900\uc5d0\uc11c \uc815\ubd80\uac00 \ubc29\uc5b4 \uc758\uc9c0\uac00 \uc788\uc74c\uc744 \uc54c \uc218 \uc788\ub2e4. \ub530\ub77c\uc11c \ud589\uc0ac\uac00(\uc635\uc158\uc5d0\uc11c \uc0ac\uace0\ud314\uae30\ub85c \uc815\ud55c \uac00\uaca9)\uac00 160\uc5d4 \uc774\uc0c1\uc778 \uc678\uac00\uaca9(out-of-the-money, \ud604\uc7ac \ud658\uc728\ubcf4\ub2e4 \ubd88\ub9ac\ud55c \uac00\uaca9\uc774\ub77c \uc9c0\uae08 \ub2f9\uc7a5 \ud589\uc0ac\ud574\ub3c4 \uc774\uc775\uc774 \uc5c6\ub294) \ucf5c\uc635\uc158(\ud658\uc728 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uc635\uc158) \ub9e4\ub3c4\uac00 \ub9e4\ub825\uc801\uc77c \uc218 \uc788\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc5d0 6\uc6d4 BOJ \ud68c\uc758 \uae08\ub9ac \uc778\uc0c1 \ud3ed\uc774 \uc57d 19bp \ubc18\uc601\ub3fc \uc788\ub294 \ub9cc\ud07c, \uc774\ubca4\ud2b8 \uc790\uccb4\uac00 \uc5d4\ud654\uc758 \ud070 \uac15\uc138(\uae09\uaca9\ud55c \ud658\uc728 \ud558\ub77d)\ub97c \uc720\ubc1c\ud560 \uac00\ub2a5\uc131\uc740 \uc81c\ud55c\uc801\uc774\ub2e4. 5\uc6d4 \ub3c4\ucfc4 \uadfc\uc6d0 CPI(\ubcc0\ub3d9\uc774 \ud070 \ud488\ubaa9\uc744 \ube80 \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218)\uac00 2.3%\ub85c \uc720\uc9c0\ub41c \uc810\uc740 \uc778\uc0c1 \uba85\ubd84\uc744 \ub4b7\ubc1b\uce68\ud558\uc9c0\ub9cc, \ud6e8\uc52c \ud070 \uc870\uce58\ub97c \uc2dc\uc0ac\ud560 \uc815\ub3c4\ub85c \ucda9\uaca9\uc801\uc774\uc9c4 \uc54a\ub2e4. \ud575\uc2ec \ub9ac\uc2a4\ud06c\ub294 \ube44\ub458\uae30\ud30c\uc801 \uc11c\ud504\ub77c\uc774\uc988(\ud1b5\ud654 \uae34\ucd95\uc774 \uc0dd\uac01\ubcf4\ub2e4 \uc57d\ud55c \uacb0\uc815)\ub2e4. \uc608\ub97c \ub4e4\uc5b4 10bp\uc758 \uc18c\ud3ed \uc778\uc0c1\uc774\ub098 \uc778\uc0c1 \uc5f0\uae30\ub77c\uba74 USD\/JPY\uac00 \ub2e4\uc2dc 160\uc5d4 \uc7a5\ubcbd\uc744 \uc2dc\ud5d8\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc774\ub7f0 \uc810\uc744 \uace0\ub824\ud558\uba74, \uc815\ud574\uc9c4 \ubc15\uc2a4\uad8c\uacfc \uc0c1\ub2e8 \uc800\ud56d\uc744 \ud65c\uc6a9\ud558\ub294 \uc804\ub7b5\uc774 \uc720\ud6a8\ud558\ub2e4. \uc608\ub97c \ub4e4\uc5b4 USD\/JPY \ucf5c \uc2a4\ud504\ub808\ub4dc \ub9e4\ub3c4(\ub3d9\uc77c \ub9cc\uae30\uc5d0\uc11c \ub0ae\uc740 \ud589\uc0ac\uac00 \ucf5c\uc744 \ud314\uace0 \ub354 \ub192\uc740 \ud589\uc0ac\uac00 \ucf5c\uc744 \uc0ac\ub294 \uad6c\uc870\ub85c, \uc218\uc775\uacfc \uc190\uc2e4\uc774 \uc81c\ud55c\ub418\ub294 \ubc29\uc2dd)\ub85c 160\uc5d4 \ud589\uc0ac\uac00\ub97c \ub9e4\ub3c4\ud558\uace0 161\uc5d4 \ud589\uc0ac\uac00\ub97c \ub9e4\uc218\ud558\ub294 \uc870\ud569\uc740 \uc190\uc2e4\uc744 \uc81c\ud55c\ud558\uba74\uc11c\ub3c4 \uc2dc\uac04\uac00\uce58 \uac10\uc18c(\ub9cc\uae30\uac00 \ub2e4\uac00\uc62c\uc218\ub85d \uc635\uc158 \uac00\uce58\uac00 \uc904\uc5b4\ub4dc\ub294 \uc131\uc9c8)\ub97c \ub178\ub9b4 \uc218 \uc788\ub2e4. \uc774\ub294 BOJ \ud68c\uc758 \uc804 160\uc5d4 \uc0c1\ub2e8 \ub3cc\ud30c \uac00\ub2a5\uc131\uc774 \ub0ae\uace0, \uae08\ub9ac \uc778\uc0c1\uc774 \uc774\ubbf8 \ubc18\uc601\ub41c \ub4a4 \ud658\uc728\uc774 \uc548\uc815\ub418\uac70\ub098 \uc18c\ud3ed \ud558\ub77d\ud560 \uacbd\uc6b0\uc5d0 \uc720\ub9ac\ud558\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ub2ec\ub7ec\/\uc5d4, JGB \uc218\uc694 \ud68c\ubcf5\u00b7\uc720\uac00 \ud558\ub77d\uc5d0 160\uc5d4 \uc55e \ubc15\uc2a4\uad8c \uace0\ucc29. BOJ 6\uc6d4 19bp \uc778\uc0c1 \uc120\ubc18\uc601\uc73c\ub85c \uc5d4 \uae09\ub4f1 \uc81c\ud55c. 1\uac1c\uc6d4 \ubcc0\ub3d9\uc131 7.5%\u2026160 \uc774\uc0c1 \ucf5c \ub9e4\ub3c4 \uc720\ub9dd.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-47519","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/47519","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=47519"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/47519\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=47519"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=47519"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=47519"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}